LOTI vs. ORO
LOTI (Liberty One Tactical Income ETF) and ORO (Arrow Valtoro ETF) are both Tactical Allocation funds. Both are actively managed. Their 0.16 correlation means their historical movements had little consistent relationship. LOTI charges 1.01%/yr vs 1.25%/yr for ORO.
Performance
LOTI vs. ORO - Performance Comparison
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Returns By Period
In the year-to-date period, LOTI achieves a 4.81% return, which is significantly higher than ORO's -0.52% return.
LOTI
- 1D
- 0.15%
- 1M
- -0.74%
- 6M
- 2.90%
- YTD
- 4.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
ORO
- 1D
- -1.15%
- 1M
- -0.38%
- 6M
- -3.40%
- YTD
- -0.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $150.33K | $113.31K | $132.45K | |
| $4.26K | $2.84K | $3.33K |
LOTI vs. ORO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 4.81% | -0.27% |
ORO Arrow Valtoro ETF | -0.52% | -9.23% |
Correlation
The correlation between LOTI and ORO is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 17, 2025 | 0.16 |
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Return for Risk
LOTI vs. ORO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and Arrow Valtoro ETF (ORO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
LOTI vs. ORO - Drawdown Comparison
The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum ORO drawdown of -14.25%. Use the drawdown chart below to compare losses from any high point for LOTI and ORO.
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Drawdown Indicators
| LOTI | ORO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.42% | -14.25% | +9.83% |
Current DrawdownCurrent decline from peak | -1.09% | -13.23% | +12.14% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -7.50% | +6.21% |
Volatility
LOTI vs. ORO - Volatility Comparison
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Volatility by Period
| LOTI | ORO | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 5.99% | 23.09% | -17.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 23.09% | -17.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 23.09% | -17.10% |
LOTI vs. ORO - Expense Ratio Comparison
LOTI has a 1.01% expense ratio, which is lower than ORO's 1.25% expense ratio.
Dividends
LOTI vs. ORO - Dividend Comparison
LOTI's dividend yield for the trailing twelve months is around 1.77%, while ORO has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 1.77% | 0.45% |
ORO Arrow Valtoro ETF | 0.00% | 0.00% |
Frequently Asked Questions
LOTI and ORO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LOTI is cheaper at 1.01% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LOTI is cheaper with a 1.01% expense ratio, compared with 1.25% for ORO.
LOTI has the higher dividend yield at 1.77%, compared with 0.00% for ORO.
They also come from different issuers: Liberty One and Arrow Funds. Their fees differ too: 1.01% for LOTI and 1.25% for ORO.
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